Rate rises continue to frustrate investors
For the last year or so, the Federal Reserve, Bank of England and European Central Bank have all been on a rate hiking trajectory. The cycle is not complete yet. What does this mean for financial markets and our portfolios?
Perspectives on value
We discuss the drivers of value and growth as investment styles. And explain why we believe that the backdrop is supportive of value.
Is the UK heading for a recession?
The UK looks set for recession in 2024. And Steven Bell, Chief Economist EMEA, explains why a hard landing seems likely.
Multi-Manager People’s Perspectives
It has been a week where the theme of interest rates being ‘higher for longer’ has been at the top of the agenda.
Five reasons to think inflation will fall
While markets are focused on the recent misses in inflation, here’s why we think it will in fact come down meaningfully in the next 12 months.
Multi-Manager People’s Perspectives
The week in financial markets has been dominated by the central bank meetings, with the European Central Bank hiking rates again.
Japanese equities enjoy a surge in inflows
Unloved and undervalued for some time, Japanese stocks have of late been enjoying a surge in inflows from overseas investors including ourselves. Here are some of the reasons why.
Multi-Manager People’s Perspectives
The past couple of weeks have seen some upwards momentum in equity markets with the tail risk of a US debt ceiling crisis removed and exuberance around AI.
Why equities are vulnerable?
Find out why we prefer the safety of bonds. Steven Bell, Chief Economist EMEA, explains why he’s cautious on the prospects for equities.
Fixed income update – May 2023
Gene Tannuzzo, our Global Head of Fixed Income, discusses a shift in the market’s focus — from interest rate to credit volatility
